NAAN MUDHALVAN

PROJECT REPORT

SALESFORCE DEVELOPER

PROJECT TITTLE : WORKFORCE ADMINISTRATION SOLUTION

COLLEGE NAME : MAHENDRA ENGINEERING COLLEGE FOR WOMEN

TEAM MEMBERS

PAVITHRA M (611420104054)

DHIVYABHARATHI A (611420104018)

JAYASHREE T (611420104026)

NANDHINEESWARI D (611420104047)

COLLEGE SPOC FACULTY MENTOR

MANIMEGALAI M , M.E KOWSALYA N , M.E

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WORKFORCE ADMINISTRATION SOLUTION

Workforce Administration Solution is a software

application or platform designed to streamline and automate various
aspects of employee’s working on projects and Asset Assignment
processes within an organization. It serves as a centralized system for
managing employee data, number of projects an employee is working
on, tracking employee performance, and keeping record for the assets
which they are assigned to.

Technical Architecture:

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Project Flow:

System Requirements:

Windows 8 machine

Install with two web browser

Bandwidth of 30mbps

What you'll learn

1. Real Time Salesforce Project

2. Data Modelling
3. Creating an Application
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4. User Interface Customization
5. Importing bulk amounts of data
6. Security in Salesforce
7. Group Collaboration
8. Reports & Dashboards

SALESFORCE

Introduction:

Are you new to Salesforce? Not sure exactly what it is, or how to use
it? Don’t know where you should start on your learning journey? If
you’ve answered yes to any of these questions, then you’re in the right
place. This module is for you.
Welcome to Salesforce! Salesforce is game-changing technology, with
a host of productivity-boosting features, that will help you sell smarter
and faster. As you work toward your badge for this module, we’ll take
you through these features and answer the question, “What is
Salesforce, anyway?”.

What Is Salesforce?
Salesforce is your customer success platform, designed to help you sell,
service, market, analyze, and connect with your customers.

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Salesforce has everything you need to run your business from
anywhere. Using standard products and features, you can manage
relationships with prospects and customers, collaborate and engage
with employees and partners, and store your data securely in the cloud.
So what does that really mean? Well, before Salesforce, your contacts,
emails, follow-up tasks, and prospective deals might have been
organized something like this:
[Link]

Use Case:

Creating a Salesforce Developer Edition org allows developers to

experiment, innovate, and build customized solutions within a
controlled environment. With access to Salesforce's powerful
development tools and features, developers can prototype, test, and
refine their applications, empowering them to deliver robust and
tailored solutions to meet unique business requirements. As a
Salesforce Administrator for TheSmartBridge you must have a
Salesforce developer edition org in order to do all the required works
which the CEO desires for TheSmartBridge.

Before creating our developer account, we must know what are the
types of Editions Salesforce offers.

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Types of Salesforce Editions:

1 Essentials Designed for small businesses getting started with

CRM to boost sales or service productivity. It
includes a setup assistant and administration tools to
customize your deployment as you grow.

2 Professional Designed for businesses requiring full-featured

CRM functionality. It includes straightforward and
easy-to-use customization, integration, and
administration tools to facilitate any small to midsize
deployment.

3 Enterprise Meets the needs of large and complex businesses. It

gives you advanced customization and
administration tools, in addition to all the
functionality available in Professional Edition, that
can support large-scale deployments. Enterprise
Edition also includes access to Salesforce APIs, so
you can easily integrate with back-office systems.

4 Unlimited Maximizes your success and extends it across the

entire enterprise through the Lightning Platform. It
gives you new levels of platform flexibility for

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 managing and sharing all your information on
demand. Includes all Enterprise Edition
functionality, Premier Support, full mobile access,
unlimited custom apps, increased storage limits, and
other features.

5 Developer Provides access to the Lightning Platform and APIs.

It lets developers extend Salesforce, integrate with
other applications, and develop new tools and
applications. Developer Edition also provides access
to many of the features available in Enterprise
Edition

Let’s begin with creating our Salesforce Developer Account.

Creating Developer Account

Creating a developer org in salesforce.

1. Go to [Link]
2. On the sign up form, enter the following details :

1. First name & Last name

2. Email
3. Role : Developer
4. Company : College Name

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 5. County : India
6. Postal Code : pin code
7. Username : should be a combination of your name and company
This need not be an actual email id, you can give anything in the format
: username@[Link]
Click on sign me up after filling these.

Use Case:

In an effort to enhance data security and performance while simplifying

system administration, TheSmartBridge company is transitioning to
Salesforce, a new cloud technology. By leveraging this advanced
platform, the company can ensure the safe storage of sensitive data
through robust encryption and proactive backup mechanisms. The
cloud's automated data replication capabilities provide added
protection and efficient disaster recovery solutions. With access to
scalable resources, TheSmartBridge can optimize performance,
ensuring fast and reliable access to data. This shift to the new cloud
technology streamlines administrative tasks, reducing complexity and
allowing system administrators to focus on higher-value activities,
ultimately increasing productivity and enhancing overall operational
efficiency.

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Account Activation

1. Go to the inbox of the email that you used while signing up. Click
on the verify account to activate your account. The email may take
5-10mins.

2. Click on Verify Account

3. Give a password and answer a security question and click on
change password.

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4. Then you will redirect to your salesforce setup page.

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OBJECT

What Is an Object?

Salesforce objects are database tables that permit you to store data
that is specific to an organization. What are the types of Salesforce
objects

Salesforce objects are of two types:

1. Standard Objects: Standard objects are the kind of objects that
are provided by [Link] such as users, contracts, reports,
dashboards, etc.
2. Custom Objects: Custom objects are those objects that are
created by users. They supply information that is unique and
essential to their organization. They are the heart of any
application and provide a structure for sharing data.

Use Case:

Creating an object in Salesforce organization is essential for efficient

data management and process automation. By defining custom objects,
businesses can structure and store data specific to their needs, enabling
streamlined workflows, personalized reporting, and enhanced user
experiences. Objects serve as the foundation for organizing and
leveraging critical information within Salesforce. As an Admin for
TheSmartBridge, It’s your responsibility to store the data as per the
organization needs.

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To Navigate to Setup page:
Click on gear icon ? click setup.

Create Employee Object

The purpose of creating an Employee custom object is to keep track the

employee’s activities and their individual and as well as team progress.
To create an object:
1. From the setup page >>> Click on Object Manager >>> Click
on Create >>> Click on Custom Object.

1. Enter the label name>>> Employee

2. Plural label name>>> Employees

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3. Enter Record Name Label and Format
 Record Name >>> Employee ID
 Data Type >>>Auto Number
 Display Format >>> EMS-{0000}
 Starting Number >>> 1

2. Click on Allow reports,

3. Allow search >>> Save.

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Create Project Object

The purpose of creating a project object is to have detailed information

about the on-going and completed projects in the organization.
To create an object:
1. From the setup page >>> Click on Object Manager >>> Click
on Create >>> Click on Custom Object.
1. Enter the label name >>> Project
2. Plural label name >>> Projects
3. Enter Record Name Label and Format
 Record Name >>> Project ID
 Data Type >>> Auto Number
 Display Format >>> Proj-{0000}
 Starting Number >>> 1
2. Click on Allow reports,
3. Allow search >>> Save

TABS

What is Tab: A tab is like a user interface that is used to build

records for objects and to view the records in the objects.

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Types of Tabs:

1. Custom Tabs
Custom object tabs are the user interface for custom applications
that you build in [Link]. They look and behave like
standard [Link] tabs such as accounts, contacts, and
opportunities.
2. Web Tabs
Web Tabs are custom tabs that display web content or applications
embedded in the [Link] window. Web tabs make it easier
for your users to quickly access content and applications they
frequently use without leaving the [Link] application.
3. Visualforce Tabs
Visualforce Tabs are custom tabs that display a Visualforce page.
Visualforce tabs look and behave like standard [Link] tabs
such as accounts, contacts, and opportunities.
4. Lightning Component Tabs
Lightning Component tabs allow you to add Lightning components
to the navigation menu in Lightning Experience and the mobile app.
5. Lightning Page Tabs
Lightning Page Tabs let you add Lightning Pages to the mobile app
navigation menu.
Lightning Page tabs don't work like other custom tabs. Once
created, they don't show up on the All Tabs page when you click the
Plus icon that appears to the right of your current tabs. Lightning

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 Page tabs also don't show up in the Available Tabs list when you
customize the tabs for your apps.

Use Case:

Creating Objects and storing TheSmartBridge organization’s data is the

very first step in the requirements they want. Now to access the stored
data by an employee from the organization Admin needs to create Tabs.
By designing a dedicated Tab, businesses can improve user experience,
simplify navigation, and provide quick access to critical information,
enhancing productivity and ensuring efficient utilization of Salesforce's
capabilities.

Creating A Custom Tab

To create a Tab:(Employee)
1. Go to setup page >>> type Tabs in Quick Find bar >>> click
on tabs >>> New (under custom object tab)

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2. Select Object(Employee) >>> Select any tab style >>>
Next (Add to profiles page) keep it as default>>>Next (Add to
Custom App) keep it as default >>> Save.

To Create A Tab:(Project)

1. Go to setup page >>> type Tabs in Quick Find bar >>> click on
tabs >>> New (under custom object tab)
2. Select Object(Project) >>> Select the tab style >>> Next (Add to
profiles page) keep it as default >>> Next (Add to Custom App)
keep it as default >>> Save.
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THE LIGHTNING APP

Create A Lightning App

To create a lightning app page:

1. Go to setup page >>> search “app manager” in quick find >>> select
“app manager” >>> click on New lightning App.

2. Fill the app name in app details and branding as follow

App Name : Workforce Administrator Solution
Developer Name : this will auto populated
Description : Give a meaningful description
Image : optional (if you want to give any image you can otherwise
not mandatory)
Primary color hex value : keep this default
3. Then click Next >>> (App option page) keep it as default >>> Next
>>> (Utility Items) keep it as default >>> Next.

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4.

5. To Add Navigation Items:

Search the items in the search bar(Employees, Projects,

ProjectTask, Assets, Asset Services, Reports, Dashboard) from the
search bar and move it using the arrow button ? Next.
Note: select asset the custom object which we have created in the
previous

6. To Add User Profiles:

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 Search profiles (System administrator) in the search bar >>> click
on the arrow button >>> save & finish.

FIELDS

When we talk about Salesforce, Fields represent the data stored in the
columns of a relational database. It can hold any valuable information
that you require for a specific object. Hence, the overall searching,
deletion, and editing of the records become simpler and quicker.

Types of Fields

1. Standard Fields
2. Custom Fields

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Standard Fields:
As the name suggests, the Standard Fields are the predefined fields in
Salesforce that perform a standard task. The main point is that you
can’t simply delete a Standard Field until it is a non-required standard
field. Otherwise, users have the option to delete them at any point
from the application freely. Moreover, we have some fields that you
will find common in every Salesforce application. They are,
? Created By
? Owner
? Last Modified
? Field Made During object Creation

Custom Fields:
On the other side of the coin, Custom Fields are highly flexible, and
users can change them according to requirements. Moreover, each
organizer or company can use them if necessary. It means you need not
always include them in the records, unlike Standard fields. Hence, the
final decision depends on the user, and he can add/remove Custom
Fields of any given form.

Use Case:

Now it’s time for you to think out of the box for your organization. You
have successfully created the database objects for the organization but
now all eyes turn on you as you have to define what sort of information

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the objects store which you have created. As a life saver of your
organization you come up with the idea of creating fields to store
different types of data.

Creating Text Field In Employee Object

To create fields in an object:

1. Go to setup >>> click on Object Manager >>> type object
name(Employee) in quick find bar >>> click on the object.

2. Now click on “Fields & Relationships” >>> New

3. Select Data type as “Text”.

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4. Click on Next

5. Fill the above as following:

o Field Label: Employee Name
o Length : 18
o Field Name : gets auto generated
o Click on Next >>> Next >>> Save and new.

Creating Date Of Birth Field In Employee Object

1. Repeat step 1 and 2 mentioned in activity

1
2. Select Data type as “Date” and click Next.

3. Click on Next.
4. Fill the above as following:
a. Field Label: Date of Birth.

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b. Field Name : gets auto generated.
c. Click on Next >>> Next >>> Save and new.

Creating Formula Field In Employee Object

1. Repeat step 1 and 2 mentioned in activity 1

2. Select Data type as “Formula” and click Next.
3. Give Field Label and Field Name as “Age” and select formula
return type as “Number” and click next.

4. Under Advanced Formula write down the formula and click

“Check Syntax” and Next>>> Next>>> Save & New.

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Creating Remaining Fields In Employee Object

Now create the remaining fields using the data types mentioned in the
table.

S Object Field
l Name
N
o

Field Name Data type

 Qualification Text

 Address Text Area

 Experience Text Area

 Phone no Phone

 Email Email

 Joining date Date

 Mode of Work Picklist: Values

On Site
Remote

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  Cab Allowance Check box

 Food Allowances Check box

1 Emplo  Wifi Allowances Check box

yee
 Cab Allowance Amount Currency

 Food Allowance Amount Currency

 Wifi Allowance Amount Currency

 Login Time Time

 Logout Time Time

 LinkedIn Profile url

Field Name Data type

 Project Name Text

 Project Lead Text
 Start Date Date
 End Date Date
 Project Status Picklist: Values

2 Project Complete
d
On Going

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 Not Yet
Started

Field Data type

Name

 Proj MDR with project object

ect Formula :
3 Project
Tas (Project_Task__r.Start_Date__c - Project
Task
k _Task__r.End_Date__c )
 Fini Formula return type: Number
shes Numbers
in Master Detail relationship with Employee
object

 Wor
king

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 Hou
rs
 Em
ploy
ee
Na
me

Note: here in Finishes in field, Start Date and End Date

belong to Employee Object.

Field Name Data type

 Asset Id Lookup relationship with Asset

object
Picklist: Values
 Type Technical Issue

4 Asset Non Technical Issue

Service Text
Text Area
Text Long
 Technician
 Subject
 Description

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 Field Name Data type

 Asset Type Picklist: Values

Laptop
Charger
Mouse
Monitor

5 Asset CPU

Text
 Model Name
Lookup relationship with
 Employee
Employee Object
Name
Formula ( Joining date)
Formula Return type: date

 Date Of Issue

Note: here in the Date of Issue field, the Joining date

field belongs to the Employee Object.

Master-Detail Relationship

Creating Master-Detail Relationship between Employee &

ProjectTask Object
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To Create a Master-Detail relationship
1. Go to the setup page >>> click on object manager >>> type object
name(ProjectTask) in the quick find bar>>> click on the object.
2. Click on fields & relationship >>> click on New.
3. Select “Master-Detail relationship” as data type and click Next.
4. For field label related to: select “Employee” object and click Next.
5. Give Field Label as “Employee Name” and click Next.
6. Next >>>Next >>>Save & New.

SETTING OWD

Organization-Wide Defaults, or OWDs, are the pattern security rules

that you can follow for your Salesforce instance. Organization Wide
Defaults are utilized to confine who can access what information in
your CRM. You can award access through different methods that we
will discuss later (sharing principles, Role Hierarchy, Sales Teams, and
Account groups, manual sharing, and so forth).
Primarily, there are four levels of access that can be set in Salesforce
OWD and they are-
 Public Read/Write/Transfer
 Public Read/Write
 Public Read/Only
 Private

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Use Case:

Data is the most precious thing of any organization and keeping it safe
is the first most priority of any Admin in the organization. As an
Admin, to ensure data privacy and compliance with regulations, you
need to restrict access to sensitive customer information using OWD.

Create OWD Setting

1. Go to Set Up>>> in the Quick Find box type Sharing Settings

>>> click on it.
2. Click Edit in the Organization-Wide Defaults area.

3. Search for the Employee object.

4. Under default internal access and default external access
change the options to “Private” and under grant access using
hierarchies select the check box.

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 5. Click on save.

6. This Setting is for all the Users Which have been Created.

Set OWD

7. Set OWD as Private for Project and Asset Service objects.

USER ADOPTION

Use Case:

As a new Administrator, you perform user management tasks like

creating and editing users, resetting passwords, granting permissions,
configuring data access, and much more. In this unit, you will learn
about users and how you add users to your Salesforce org.

Create A Record (Employee)

1. Click on App Launcher on the left side of the screen.

2. Search Employee Management System & click on it.

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 3. Click on the Employee tab.
4. Click New.

5. Fill the Details and click on Save.

View A Record(Employee)

1. Click on App Launcher on the left side of the screen.

2. Search Employee Management System & click on it.
3. Click on the Employee Tab.
4. Click on any record name. you can see the details of the
Employee

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IMPORT DATA

[Link]

Data Import lets you upload data from external sources and combine it
with data you collect via Analytics. You can then use Analytics to
organize and analyze all of your data in ways that better reflect your
business.

The Data Import Wizard is a Tool makes it easy to import data for many
standard Salesforce objects, including accounts, contacts, leads,
solutions, campaign members, and person accounts. You can also
import data for custom objects.

In order to complete this milestone, you need to create CSV files and
give them data given in the picture below. After that from these CSV
files we will import data for the Employee object.

Use Case:

Congrats you have successfully made an app with all the default
settings for the organization. Now here comes the real admin work, to
import the old data of TheSmartBridge organization which was in CSV
format into the salesforce org without failing any of the record.
Note in real time you might also facing some additional task such as
data cleaning, elimination of duplicate values or records, etc.

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Import Data

1. From Setup, click the Home tab.

2. In the Quick Find box, enter Data Import and select Data Import
Wizard.

3. Click Launch Wizard!

4. Click the Custom Objects tab and select the Employee object.

5. Select Add new records.

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6. Click CSV and choose file Employee_CSV which we made
earlier. Click Next.

7. Since the field names in the CSV file (CSV Header) are the same
as the field names in your object (Mapped Salesforce Object), the fields
are automatically mapped. Click Next.

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8. The next screen gives you a summary of your data import. Click
Start Import.

9. Click OK on the popup.

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10. Scroll down the page and verify that your data has been imported
under batches.

11. Make sure you have 0 records under the records failed column.

PROFILES

A profile is a group/collection of settings and permissions that define

what a user can do in salesforce. Profile controls “Object permissions,
Field permissions, User permissions, Tab settings, App settings, Apex
class access, Visualforce page access, Page layouts, Record Types,
Login hours & Login IP ranges. You can define profiles by the user's
job function. For example System Administrator, Developer, Sales
Representative.

Types of profiles in salesforce

1. Standard profiles:
By default salesforce provides below standard profiles.
 Contract Manager
 Read Only
 Marketing User

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  Solutions Manager
 Standard User
 System Administrator.
We cannot deleted standard ones
Each of these standard ones includes a default set of permissions for
all of the standard objects available on the platform.
2. Custom Profiles:
Custom ones defined by us.
They can be deleted if there are no users assigned with that
particular one.

Use Case:

Great work Admin, you have done so good till now. TheSmartBridge
CEO wants you to differentiate the users based on their functionalities,
position and based on this those users need to have the minimum access
to the database object in the organization. Now it's time to use your
Admin skills to focus on the users, their functionality and position in
the organization in order to achieve the CEO requirements.

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HR Profile

To create a new profile:

1. Go to setup >>> type profiles in quick find box >>> click on
profiles>>> clone the desired profile (Standard user) ? enter profile
name (HR) >>> Save.

2. While still on the profile page, then click Edit.

3. Scroll down to Custom Object Permissions and Give access
permissions for Assets and Asset Services objects.

4. Scroll down and Click on Save.

Manager Profile

1. Go to setup >>> type profiles in quick find box >>> click on profiles
>>> clone the desired profile (Salesforce Platform User) >>> enter
profile name (Manager) >>> Save.
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2. While still on the profile page, then click Edit.
3. Scroll down to Custom Object Permissions and Give access
permissions for Employee, Project and Project Task objects.
4. Scroll down and Click on Save

ROLE

A role in Salesforce defines a user's visibility access at the record level.

Roles may be used to specify the types of access that people in your
Salesforce organization can have to data. Simply put, it describes what
a user could see within the Salesforce organization.

Use Case:

You have successfully fulfilled the 1st requirement i.e., differentiating

the users based on the functionality. Now comes the 2nd task of
differentiating the users based on their position, using your excellent
admin skills and expanding the custom roles for the organization and
assigning it to the users.

Creating HR Role

Creating HR Role:
1. Go to quick find >>> Search for Roles >>> click on set up roles.

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2. Click on Expand All and click on add role under whom this role
works.

3. Give Label as “HR” and Role name gets auto populated. Check
to whom this role (HR) reports. Then click on Save.

4. Refer the below diagram to understand which role reports to

which role.

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USERS

A user is anyone who logs in to Salesforce. Users are employees at your

company, such as sales reps, managers, and IT specialists, who need
access to the company's records. Every user in Salesforce has a user
account. The user account identifies the user, and the user account
settings determine what features and records the user can access.

Every user in Salesforce has a user account. The user account identifies
the user, and the user account settings determine what features and
records the user can access. Each user account contains at least the
following:

 Username

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  Email Address
 User's First Name (optional)
 User's Last Name
 Alias
 Nickname
 License
 Profile
 Role (optional)

Use Case:

TheSmartBridge is all set to move with the Salesforce platform. As this

platform is very new to the employees in the organization it’s up to you
to enlight every employee in it.

Create User

1. Go to setup >>> type users in quick find box >>> select users >>>
click New user.
2. Fill in the fields
1. First Name : Niklaus
2. Last Name : Mikaelson
3. Alias : Give a Alias Name
4. Email id : Give your Personal Email id
5. Username : Username should be in this form: text@[Link]
6. Nick Name : Give a Nickname

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 7. Role : HR
8. User license : Salesforce
9. Profiles : HR

1. Save.

Go To Setup

1. Go to setup >>> type users in quick find box >>> select users >>>
click New user.
2. Fill in the fields
 First Name : Kol
 Last Name : Mikaelson
 Alias : Give a Alias Name
 Email id : Give your Personal Email id
 Username : Username should be in this form: text@[Link]
 Nick Name : Give a Nickname

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  Role : Manager
 User license : Salesforce Platform
 Profiles : Manager
3. Save.

PAGE LAYOUTS

Page Layout in Salesforce allows us to customize the design and

organize detail and edit pages of records in Salesforce. Page layouts
can be used to control the appearance of fields, related lists, and custom
links on standard and custom objects' detail and edit pages.

Use Case:

Hurray!! you have completed the data model structure for your
organization but while looking at the detailed and edit pages it seems
to be so clumsy, so decide to organize the page in a pleasant way for
the sake of good and pleasant appearance and assembling all different
kinds of information in different sections.

To Create A Page Layout

1. Go to Setup >>> Click on Object Manager >>> Search for the

object (Employee) >>> From drop down click on Edit.

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2. Click on Page layout >>> Click on New.

3. Give Page layout Name as “On Site Employee Layout” and click
on Save.

4. Drag and drop the Section from the highlight panel below the
Information and name it as “Personal Information” and click Ok.
5. Drag Date of Birth, Address and Age fields from Employee
Information to Personal Information section.
6. Similarly perform the above step to create “Allowances” and add
allowances fields in it as shown below.

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7. Click Save.
8. Make sure your page layout looks like the picture above.

Create Another Page Layout

Create another page layout and name it as “Remote Employee

Layout”, and in the allowances section use only Wifi Allowance and
Wifi Allowances Amount fields.

CHATTER GROUP

Salesforce Chatter Groups are collaborative spaces within the

Salesforce platform that enable teams to communicate, share
information, and collaborate on projects. They provide a centralized
hub for discussions, file sharing, and updates, allowing users to stay
connected, streamline workflows, and enhance productivity.

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Use Case:

Congratulations Admin you have made the job done for the
organization, Amar The Founder of the organization and Jai Prakash
The COO are very impressed with your work. But still there are some
updates which your COO wants in your organization. So he comes to
you with the idea that all the employees should have a common group
for work discussion inside the salesforce. You know how to get this
done with your admin skills.

Creating A Chatter Group For Your Organization.

1. Click the App Launcher .

2. Enter Groups in the Search apps and items... box and select
Groups.

3. Click New.

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 4. Fill in the new group information with these details:

Field Value

 Group Name Internal Discussion

 Description Give a understanding Description on your
 Access Type own
 Allow Private
Customers Checked

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5. Click Save & Next. Skip the Upload Picture section and click
Next.
6. On the Manage Members screen, click Add next to users you
created in the previous activity.

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7. Click Done.

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8. This is how your group interface looks like.
9. Where it says Share an update, post this message to the group:
Welcome to the Internal Discussion Group, here you can post anything
which is related to ongoing projects.
10. Click Share.

Note: You can like or comment on this post.

Note: there is a default chatter group in the org with all the active users
in it, this activity is to show you how to create a chatter group and add
users into it.

RECORD TYPES

Record Types are a way of grouping many records of one type for that
object. These can be applied to any standard or custom object, and
allow you to have a different page layout, fields, required fields, and
picklist values. Record types allow administrators to create a different
page layout with custom picklist fields and values for the same business
process and various business processes.

Use Case:

All things done for the organization. But some of the organization
employees feel it difficult to fill up all the details while creating an
employee record, so Jai Prakash (COO) assigned you a task to create

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different forms for employee records based on their mode of work. As
an Admin, you know how to achieve this.

To Create A Record Type

1. Go to Setup >>> click on Object Manager >>> Search for the object
(Employee) >>> from drop down click Edit.

2. From the left panel click Record Types >>> New.

3. Give Record Type Label as “On Site Employee” and make it

active.

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4. Uncheck for “Make Available”.

5. Scroll down and check for the Manager & System Administrator
profile and click on Next.

6. Select “Apply a different layout for each profile”, and change

page layout to On Site Employee Layout for manager profile and

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System Administrator.

7. click Save.
8.

PERMISSION SETS

A permission set is a collection of settings and permissions that give

users access to various tools and functions. Permission sets extend
users' functional access without changing their profiles. Users can have
only one profile but, depending on the Salesforce edition, they can have
multiple permission sets.

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Use Case:

Every day is a war for Admin with some unique challenges. A new
challenge awaits as you enter the office. After you arrive in office you
came to know that the manger is on leave and there’s a lot work pending
at his desk generally there are numbers of employee records that the
manager have to enter in the salesforce org and no other person have
the permission to create those records except him and your CEO wants
it to be done by the end of the day, as it’s not possible to create the same
profile and assigned it to some other person in the org. So using your
admin knowledge you came up with the idea to create a permission set
and assign it to someone who doesn’t have the access to do that job.
Let’s create a permission set.

REPORTS

Reports give you access to your Salesforce data. You can examine your
Salesforce data in almost infinite combinations, display it in easy-to-
understand formats, and share the resulting insights with others. Before
building, reading, and sharing reports, review these reporting basics.

Types of Reports in Salesforce

1. Tabular
2. Summary
3. Matrix
4. Joined Reports
5. Use Case:

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The CEO of an organization wants to have a brief data on employees
working, projects in take, project progress, Assets assigned, what are
the conditions of the Assets assigned. So he can have a clear picture of
his organization and be able to make any decisions required based on
this data. So he calls you on this task and wants you to represent the
data in an appropriate way.

Let’s create a Report.

Create Report

1. Go to the app >>> click on the reports tab

2. Click New Report.

3. Select report type from category or from report type panel or from
search panel >>> click on start report.

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4. Customize your report
 Add fields from left pane as
shown below

5. Save or run it.

Note: Reports may get varied from the above pictures as the data might
be different.

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DASHBOARDS

Dashboards help you visually understand changing business conditions

so you can make decisions based on the real-time data you’ve gathered
with reports. Use dashboards to help users identify trends, sort out
quantities, and measure the impact of their activities. Before building,
reading, and sharing dashboards, review these dashboard basics.

Use Case:

As an Admin for the organization you keep pushing yourself to reach

out the business requirements to take the organization to peak heights
and all your superiors are very much impressed with your efforts and
work dedication. In addition with reports you make an ease for the CEO
in viewing the reports with data visualization. So he doesn't have to
search for the data he wants during the meetings.

Create Dashboard

1. Go to the app >>> click on the Dashboards tabs.

2. Give a Name and click on Create.

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3. Select add component.

4. Select a Report and click on select.

5. Click Add then click on Save and then click on Done.

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APPROVAL PROCESS

Use Case:

The Hiring Manager (HR) at TheSmartBridge wants to track the leave

applications for each and every employee of the company. His
requirement is the no leave application with more than 5 days of leave
should come to him but automatically get submitted to the Employee
Manager. If the leave application is more than 5 days then only his
approval is needed.

As an Admin to TheSmartBridge you know what to do in order to

achieve this requirement.

Prerequisites:

Create the leave object with the following fields.

Object Fields Datatype

Leave Employee Lookup with Employee object

Name Number
No. of Days Text
Subject Text Area(Rich)
Picklist: values as follows

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 Description Submitted
Status Approved
Rejected

Note: Make sure the Status field is read only

for everyone. (Give read only permission in
step 3 while creating the field)

Create the tab for the leave object.

Create An Approval Process For Leave Object

1. Go to Setup >>> type Approval Processes

in quick find >>> click on Approval
Processes.

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2. In the Manage Approval Processes For list, select Leave.
3. Click Create New Approval Process and select Use Jump Start
Wizard.

4. Enter the following parameters

Parameter Value

Name Leave Approval Request

Unique Name Leave_Approval_Request(This

automatically gets sent when you tab out
of the Name field)

Approval Assignment Leave blank

Email Template

Add the Submit for Leave this selected/checked

Approval button and
Approval History related
list to all Travel
Approval page layouts

Use Approver Field of Leave unselected/unchecked.

Leave Owner

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Select Approver select Automatically assign to approver(s)
and for users select the name of the user
with the Manager role.

Add a screenshot here

5. Click Save.
6. Click View Approval Process Detail Page.

Approval Process

Use Case:

The Hiring Manager (HR) at TheSmartBridge wants to track the leave

applications for each and every employee of the company. His
requirement is the no leave application with more than 5 days of leave
should come to him but automatically get submitted to the Employee
Manager. If the leave application is more than 5 days then only his
approval is needed.

As an Admin to TheSmartBridge you know what to do in order to

achieve this requirement.

Prerequisites:

Create the leave object with the following fields.

65
Object Fields Datatype

Leave Employee Lookup with Employee object

Name Number
No. of Days Text
Subject Text Area(Rich)
Description Picklist: values as follows
Status Submitted
Approved
Rejected

Note: Make sure the Status field is read only

for everyone. (Give read only permission in
step 3 while creating the field)

Create the tab for the leave object.

Create An Approval Process For Leave Object

Go to Setup >>> type Approval Processes in quick find >>> click on

Approval Processes.

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2. In the Manage Approval Processes For list, select Leave.
3. Click Create New Approval Process and select Use Jump Start
Wizard.

4. Enter the following parameters

Parameter Value

Name Leave Approval Request

Unique Name Leave_Approval_Request(This

automatically gets sent when you tab out
of the Name field)

Approval Assignment Leave blank

Email Template

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Add the Submit for Leave this selected/checked
Approval button and
Approval History related
list to all Travel
Approval page layouts

Use Approver Field of Leave unselected/unchecked.

Leave Owner

Select Approver select Automatically assign to approver(s)

and for users select the name of the user
with the Manager role.

Add a screenshot here

5. Click Save.
6. Click View Approval Process Detail Page.

Approval Steps

1. While you are still on Leave Approval Request detail page,

Under approval steps click the new approval step.
2. Give the name as “Approval from HR” and click on next.

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3. Under specify step criteria select “Enter this step if the following
(Criteria are met)”,
Select field : “Leave: No. of Days”,
Operator : equals
Value : 5

4. Click next.
5. Under select approver : select Automatically assign to approver(s)
and for users select the name of the user with the HR role.

6. Click on Save.
7. No, I'll do this later. Take me to the approval process detail page to
review what I've just created and click Go.

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Final Rejection Action

1. Under initial submission action click on add new and then select
field update.

2. Give name as “Approval Status to Rejected”.

Select Status for the field to update.
Under specify new field value select “A specific value” and select
Rejected and click Save.

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APEX TRIGGER

Use Case:

The Manager at TheSmartBridge wants no duplicate names of

employees should enter into the database. So he/she recalls you for the
solution.

Write a code to achieve this requirement using Salesforce developer

skills to fulfill the Managers requirement.

Create An Apex Trigger

1. To create a new Apex Class follow the below steps:

Click on the file >>> New >>> Apex Class.

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2.
Give the Apex Trigger name as “PhnValidTrigger”, and select
“Passenger__c” from the dropdown for sObject.

3. Click Submit.

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4. Now write the code logic here

5. Save the code.(click on file >>> Save)

Trigger Code:

trigger EmpInsert on Employee__c (before insert) {

for(Employee__c pass : [Link]){
List<Employee__c> mynew = [SELECT Id, Name FROM
Employee__c WHERE Employee_Name__c =:
pass.Employee_Name__c];
if([Link]() > 0){
[Link]('Employee with same name is existing');
}
}
}

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Testing The Trigger

Follow the steps which are mentioned in Milestone 7, Activity 1 and

try to create a record with the existing Employee Name say “Jackie
Chan” you’ll face the error while saving the record saying “Employee
with same name is existing”.

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